Template creation

Updated by Tým PINYA

You can find document templates on the main panel under the tab:

Extra > Document management > Templates and source files.

You can search document templates using filters located in the header.

By clicking the filter name, you can determine whether the items are sorted in ascending or descending order based on the selected criterion.

Detailed information on working with individual types of filters can be found in the article Filters in column headers.

The folder name can be edited by clicking the pencil icon (1).

The entire folder can be deleted by clicking the cross icon (2).

To view the Templates and Source Files tab, you must have the Document templates permission. If you do not have this permission, contact your administrator.

On the Templates and source files tab, you can create folders and insert the relevant document templates into them. To create a new folder, click the Add folder button (1). After clicking on the folder, you can upload prepared documents - the Upload files button (2).

When uploading a file, you can specify the document type.

  • General documentation
  • Work/Law (generated) documentation
  • Onboarding eemail attachment
  • Medical examination invitation attachment

The type of the added document can be multi-valued – this means that it is possible to set multiple types at once. For example, a document can be marked as an Attachment to the onboarding email and at the same time as a Request for a medical examination. A document marked in this way can then be used as an attachment to the onboarding email, as well as for generation and sending within the LP.

After uploading a template, you can continue working with the file using the Edit button.

For details, see Template editing options.

You can then find the prepared templates on the employee's profile in Documents.

For more information, see the article Generating documents for individuals.

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